NewsBite

Active investing

Yesterday

How to build a portfolio using just three ETFs

It is possible to create a simple yet powerful portfolio with a handful of low-cost, exchange-traded funds.

  • Shani Jayamanne

This Month

ASX companies must beat expectations or risk a sell-off, Bell Potter warns.

The ASX stocks to buy and avoid this reporting season

Bell Potter warned that bank and technology shares are vulnerable to a sell-off. Instead, there are bargains to be found in healthcare and utilities.

  • Updated
  • Alex Gluyas
Chris Mackay’s MFF is backing Montaka, which has taken stakes in Blackstone and KKR.

Is investing in a PE fund manager smarter than investing in a PE fund?

Private equity may have an image problem. But public market investors still like what they see – exposure to a lucrative and growing area of finance.

  • Jonathan Shapiro
Platypus’ Stephen Butel.

Why Platypus got out of BHP but kept Rio Tinto

Portfolio manager Stephen Butel explains why he’s weary of the mining giant and names two ASX-stocks that are flying beneath the market’s radar.

  • Joanne Tran
“I’ve gotten to know successive CEOs at Challenger, so there’s a level of corporate familiarity with those guys,” Margolin says.

Ex-L1 fundie catches big fish with rival long-short strategy

Lev Margolin managed a similar fund at his old employer for seven years before starting his own. The stellar performance has caught the attention of Fidante.

  • Alex Gluyas
Advertisement

January

Ox Capital founder Joseph Lai.

Don’t rubbish DeepSeek hype so quickly, say top Asia fundies

Could US rules limiting high-end chip sales to China have fuelled the development of superior AI? Investors say the Chinese start-up should be closely watched.

  • Joanne Tran
Portfolio manager Jun Bei Liu and ex Commonwealth Bank Private CIO Jason Todd have launched a new fund together.

Jun Bei Liu ready to open doors of new start-up

The star stockpicker and her co-founder, Jason Todd, have struck out on their own with new investment firm TenCap.

  • Joanne Tran
Fund managers say a robust iron ore price in 2025 could potentially lead to higher returns for income investors with mining stocks.

Investors bank on iron ore saving dividends in 2025

An unexpectedly strong start for the steel-making commodity has raised hopes that the major miners will provide a larger source of income for investors in 2025.

  • Joanne Tran

New ETF lets investors short ASX stocks, puts hedge funds on notice

A new offering to retail investors will open the door to the kind of high-risk strategies usually reserved for clients of high finance.

  • Joshua Peach
Canopy Investors’ Michael Poulsen.

Here are a few stock picks that you may not have heard of

Canopy Investors’ Michael Poulsen discusses why he’s so bullish on Wise and names a few other stocks that are flying under the radar.

  • Joanne Tran
US markets have been on a tear for the past two years.

Veteran financial crash survivor warns of 2025 Wall Street bubble

After successfully navigating some of the worst collapses in financial markets history, Perth’s Willy Packer says US shares are flashing red.

  • Joshua Peach

December 2024

Fund managers said their allocation to US equities surged 24 percentage points month-over-month to a net 36 per cent overweight, the highest on record.

Global fund managers are ‘super bullish’ on US equities

“Long magnificent seven”, which is long-term investment in US mega-cap tech stocks, has held the top spot for the most crowded trade for 21 consecutive months.

  • Timothy Moore
James Tsinidis of Munro Partners.

Top fundies name their stock picks for 2025

From weapons makers to eye drugs and even Qantas, these are the investment opportunities fundies are watching closely in the new year.

  • Lucy Dean

November 2024

Fund managers are looking long-term as they contemplate another tricky year.

Why stock pickers are worth saving in a world gone passive and private

Active management is supposed to be about allocating capital in the best way for the long term. But fundies have found themselves in a short-term pain cycle.

  • James Thomson
Lithium carbonate prices have dived 86 per cent from the record $US78,200 a tonne reached in 2022, according to S&P Global Commodity Insights.

MinRes named the best stock to ride 2025 lithium bull run

Morningstar says now is the time to pile back into these shares before prices of the battery material go on a tear next year.

  • Alex Gluyas
Advertisement
Richard Coppleson of Bell Potter Securities in Sydney.

The world according to Coppo and why he thinks MinRes is a ‘screamer’

The sharemarket veteran talks the best and worst calls of his career, what he’s been buying and selling, and where to next for the ASX mining giants.

  • Updated
  • Sarah Jones
Regal co-founds Phil King says the ‘passive bubble has popped’ and is betting on a rebound in small caps.

Is an ASX small-cap bull run upon us? Phil King thinks so

The Regal Partners CIO is one of several fund managers betting the “passive bubble” driving large-cap shares higher this year may finally have popped.

  • Joshua Peach

October 2024

Chris Kourtis, portfolio manager at Ellerston Capital, is on a hot streak.

Chris Kourtis is on a winning streak. Here’s his next ASX pick

The renowned value investor is preparing his stock selection for the Sohn Hearts & Minds Conference. It’s not Star Entertainment.

  • Joshua Peach
Prime Value’s Leanne Pan.

Here’s one ‘interesting’ property stock flying under the radar

Prime Value’s Leanne Pan talks real estate, Telstra, and names one ASX-listed retailer that could surprise on the dividend front.

  • Joanne Tran
Passive investing can carry unintended consequences, making it a balancing act for investors.

Is passive investing a safe bet or a double-edged sword?

While typically considered benign, passive index investing can come with unintended consequences.

  • Todd Hoare

Original URL: https://www.afr.com/topic/active-investing-1n5t